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This is a story about how I turned a Word document (with the intention to print and scan) into a fillable PDF form that performs calculations. I hope that you learn from my experience and use PDFelement to create your own fillable PDF forms for tasks outside your job! It’s official. I’m an adult. While this shouldn’t be news to me, it’s still a fact with which I slowly come to terms. On occasion, I face the full brunt of “adulting” and have to do the thing that grown ups do. A recent experience brought me into contact with a friendly sole proprietor that provides window screens for town houses. Riveting stuff. The mundane task was quite simple: buy windows screens or deal with the wrath of angry houseflies, mosquitoes and bees. So many bees. The friendly proprietor emailed me an order form to complete and return. I wasn’t too surprised to find that the order form was a table created in Microsoft Word. This is a fairly standard practice by small business owners. But when you have access to an unbelievably powerful PDF editor, you can take advantage of it and replace printed paper with smart documents that do the work for you. PDFelement isn’t just a tool for work; it can easily be incorporated into personal errands and tasks, too! Here are the steps that I took to make this PDF dream a reality: Step 1: Create a PDF Turn a Word file into a PDF file by clicking “Create PDF” from the quick start screen. Step 2: Make the PDF into a fillable form. Transform a digital PDF document into a fillable form by selecting “Form Field Recognition”. You can also build the form manually with the tools you see under the Form tab. Step 3: Customize the form fields Examine the form and decided which fields should be calculated. In this case, the Total is made up of the sum of Price/Unit fields, Installation Fee, Sub-Total, and Fed. Tax Amount. To apply a calculation, double-click on the appropriate field and click the Calculate tab. Choose the required mathematical function and select the fields involved. Go to the format tab and modify a field’s format, such as currency or percentage. Then close the properties window. Step 4: Fill out your form Close the Form editing window and start filling out your form. Observe that modified fields calculate automatically. Are you still printing, scanning, and filling out forms by hand? Try using PDFelement to create your own interactive PDF form and use video tutorial to supplement your learning. You’ll become a PDF form wizard in no time! - Faisal Khan
PDFelement posted a blog entry in PDFelement BlogThe ability to build forms that are interactive and intuitive is highly beneficial for the end users. Have you ever built a form and wanted to tweak the way the answers will show up? For instance, you might want to set the font size, font color, and more. In today’s post, we’ll talk about how to set up your form so that the responses look nice and organized. To access the properties and edit them, either double click on the form field box while in editing mode, or simply right click. Below is a list of the properties that you are able to change. Appearance: Borders and colors The box surrounding the text can be colored if you’d like; this is completely up to you. If you decide to go with a border, you can select the thickness of the line and its style as well. Text: You can change the default size, color, and font of the responses. Options: Alignment: Left, Right, Centre Assign a default value This is useful if there is an answer that you think is common or a prompt that you want to give users. How the response displays in the text boxes: -Scroll long text: The text you input will continue on one line Multi-line: If you enter a long answer (eg. Paragraph), the text will break into multiple lines and fill the length of the box. However, you will not be able to scroll through the answer. If you have a lot of text, you can select both “Scroll long text” and “multi-line” so that you can scroll through the multiple lines that are hidden from view. Limit of x amount of characters Choose this option if you don’t want the answers to be too long; however, it will not be specified on the form. Actions You can refer back to an old blog post we wrote on the topic of mouse triggers to learn more. Format If applicable, you can set it so that the values that the user enters are numbers, percentages, dates, or times. There is also an option to select special formats: Zip Code, Phone Number, Social Security Number, and Arbitrary Mask. It’s important to note that you can’t select “Special” if you have “Multi-line” checked. Calculations You can also learn more about this topic in a previous post. Pro-tip: Always remember to press “Close” to save! There you have it! This is how you set up form responses in PDFelement for Mac. The functions in the Windows version of the software are similar, so if you have any questions or tutorial requests, let us know in the comments below! We also have an online forum where you can get your PDFelement questions answered. Hope to see you there!
Learn how PDFs, along with changed processes and tools, can help you improve and update your contractual process! Contracts are used by companies to manage performances, negotiations, modification or termination of contracts with different parties such as other companies, customers, distributors, contractors, vendors, or employees. Any contract involves working closely with another person to reach mutual agreements and understanding on what is expected out of this contract. Generally, contract management involves 5 steps. Many companies follow these steps, but are stuck in the same old routine when the process could use an overhaul to improve the experience for everyone involved. Here are the steps you should be taking, along with suggestions on how to improve each step through the use of a PDF tool like PDFelement: Selecting the right contract template. It is important to choose a contract type that is the most suitable for your transaction. Different contract types include terms and conditions, letters of intent, letters of agreement, interagency agreements, leases, and more. Working off of a pre-made template is incredibly helpful in this step, because you aren’t just starting from scratch. PDFelement has many templates available to choose from, and other similar software programs usually do as well. It is also helpful to have assistance from a lawyer or legal expert when putting your contract together to ensure that it meets all necessary requirements. Easily collecting the required information. All important documentation need to be assembled quickly so you have it beforehand to avoid any delays in the agreement. These documents may include paperwork and decisions such as payment schedule, budget plan, a proposal routing sheet, the scope of work required, etc. Again, tools like PDFelement help you collect this information quickly and easily with features that let you create and fill forms that can be easily sent to the person you are negotiating with over email. PDFelement’s data extraction feature also helps in this step. Choosing the right negotiator. It is usually the authority in power that acts as the negotiator. This official institution negotiates between the two contracting parties and ensures terms and conditions are acceptable for both. This negotiator consults all head department and offices before reaching any decision. The process could take up to several months depending on the complexity of the contract. Reviewing the contract This process is carried out by any high entity or corporation that reviews all clauses andnature of the agreement. This body ensures that all rules and regulations, sponsor rules and the company’s policies are followed. All original documents need to be sent for this process. Again, with PDFelement, collaboration and annotation tools allow many people to review and comment on a contractual document, so that you are aware of sections that need to be changed or updated. Signing the contract. This is the final step in the contract management process. Once the contract has been evaluated and approved, both parties need to sign the contract agreeing to comply with the terms of this agreement. With the digital signature features, scanning tools, or printing to PDF functions provided by PDFelement, this process is easier than ever. Either party can scan their signature to appear in the document, or digitally sign the contract. They can even scan the document by hand and then scan and print it to PDF so it can easily be sent back electronically. As well, with the security tools available in PDFelement, both parties can encrypt the document with a password to ensure confidentiality. With the right digital tools like PDFelement, as well as by re-thinking old processes, you can vastly improve your company’s contractual process, resulting in much more timely agreements, and greater efficiency overall for your business! Have any other tips? Let us know in the comments! .